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“Forcing” users to use Copilot! Microsoft is doing everything for AI.
Recently, Microsoft has forcefully integrated its AI assistant Copilot into the Microsoft 365 Consumer subscription service in Australia and several Southeast Asian countries, while also raising subscription prices, causing dissatisfaction among some users. Analysts stated that Microsoft has been making huge investments in AI, and this move to bundle the AI assistant emphasizes its determination to profit from its AI investments.
The "quantum frenzy" in the U.S. stock market continues, and "quantum NVIDIA" RGTI rises another 36%!
NVIDIA's Rigetti Computing in the quantum computing field has increased nearly 1600% this year, and analysts indicate that this exciting surge highlights the market's confidence in quantum computing becoming a transformative force across industries. Experts predict that its potential for efficiently solving complex problems and computational capabilities will further expand in the future.
The maximum price reduction exceeded 11%. BYD and Tesla teamed up to lower prices at the end of the year, making a final push for the Year of the Dragon.
① BYD and Tesla, the two leading companies in the New energy Fund, will successively launch limited-time promotional activities at the end of 2024 for a final push; ② At the beginning of next year, discounts on new vehicles may increase, reigniting a "price war" in the auto market.
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The biggest winners in the US stock market technology sector this year are led by AppLovin, with MSTR, Palantir, and Robinhood all surpassing NVIDIA.
AppLovin successfully transformed into an AI advertising engine, ranking first among technology stocks with an astonishing increase of 758%. Additionally, MicroStrategy's bets on Bitcoin, Palantir's AI-enhanced data analysis, and Robinhood's booming cryptocurrency trading business achieved increases of 467%, 380%, and 210%, respectively, surpassing NVIDIA.
ChatGPT experienced its second outage this month, and OpenAI stated that the issue originated from the "upstream supplier."
OpenAI stated that a large-scale outage began at 11 a.m. Eastern Time on the 26th. Microsoft, the exclusive Cloud Computing Service provider for OpenAI, reported on the same day that one of its Datacenters encountered "power issues," primarily affecting users in North America.
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What to do about the slowdown in chip demand for Datacenters? NVIDIA suppliers: AI smartphones will take over.
Against the backdrop of a potential slowdown in global Datacenter investment, the Semiconductors Industry faces new challenges. However, on Thursday, the CEO of Advantest, a leading global chip testing equipment supplier, pointed out that the demand for AI Smart Phones is seen as a new growth point for the industry, which is expected to help the industry avoid falling into recession. Currently, the demand for AI phones is not large, and some Analysts predict that existing AI features may not be sufficient to stimulate a large-scale upgrade among Consumers.
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How difficult is it for OpenAI to achieve AGI? The profit target is 100 billion, and the transition to profitability also requires Teho Intl and Microsoft to overcome four major challenges.
According to the current agreement, OpenAI will not achieve AGI quickly. OpenAI previously anticipated a loss of 14 billion dollars in 2026, which is three times this year's loss, and it will not be until 2029 that it can achieve its first annual profit. It is unclear how the transformation will affect AGI's profit goals. Since October, media reports indicate that OpenAI and Microsoft have been negotiating structural changes, focusing on four issues: Microsoft's ownership in OpenAI, exclusive cloud supply, the duration of using OpenAI's intellectual property, and a 20% revenue share.
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